Introduction
Creating an itinerary report is an effective way to manage open house visits with clients. It offers them concise information about the appointment dates, times, locations, and even includes map views for each listing.
Steps to Create a Report
Start on the Search page. Here, you can pick the listings you'd like to include in your report.
Once you've made your selection, a pop-up window will emerge at the bottom of the webpage.
Click on 'Create a Report'.Then, choose 'Itinerary'.
Then, choose 'Itinerary'.
Customizing your Report
Required
Date: The date for showings
Optional
Start Time
End Time
Meeting Location
2. You can select the address of the listing to add appointment times, and notes, or toggle off including the map. You can select Done to continue editing.
3. Prepare For: Select the contact you are preparing the itinerary for, from your Contact List.
4. Select the information you want to be included in your Itinerary
Brokerage
Agent Name
Agent Phone Number
My Contact Info
Open House
Exact Address
Large Map
Neighborhood
Cross-Streets
5. Select where links should open.
Open Links in Perchwell - the client must log into Perchwell
Open Links Externally with your Branding - Links will open outside of Perchwell with your Brokerage’s Branding
Generate Report
You can share the report via email, print, or download.
For Emails
Email addresses - Add one or more emails to the clients whom you want to receive the report
Email Subject - Subject Line for the email ( Both you and your client will receive a copy of the report)
Message - We already populate a message for the email. However, this can be modified. (You can also create Base Template messages that can be shared amongst your entire Brokerage)
Need More Help?
Our support team is always available for further assistance with creating reports. You can reach out by selecting the chat boxin the bottom left-hand corner or emailing us at support@perchwell.com.